See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,964 | $152,587-69.2% | $125,175-62.5% | $152,861-69.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.54% | 54.84%-31.3pp | 43.79%-20.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $13,114 | $4,946+165.1% | $3,865+239.3% | $4,762+175.4% |
| Participant deferral / active EE | $6,547 | $5,868+11.6% | $4,937+32.6% | $5,850+11.9% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |